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Dynamics 365, SharePoint Document Management integration with the Portal

Author Name: Donna Edwards

Expose Dynamics 365  / SharePoint Document Management through the Portal.  We would like the ability to add and display documents in the Portal that have been uploaded to Dynamics 365 and saved to SharePoint using SharePoint Document Management in Dynamics 365.

Status: Completed

This feature has been release with October 2018 release. Details can be found here https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/manage-sharepoint-documents

Thanks

Dileep Singh
PM, Microsoft

Comments
Level: Powered On
Status changed to: Completed

This feature has been release with October 2018 release. Details can be found here https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/manage-sharepoint-documents

Thanks

Dileep Singh
PM, Microsoft

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Love the idea

Level: Power Up

Hi All,
This is something we can achieve in on-prem ADX portals using custom coding, since we also need to take care of authentication on SharePoint site.

I am not sure, how we can achieve the same in CRM portals.
Although the idea to have it OOB sounds great.

Thanks,
Vivek

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We are a manufacturing company and we need to be able to associate CAD drawing revisions with quotes and orders for our LSI team to be able to leverage CRM and the portal for working with our independent rep orgs (customers).  If not sharepoint, we need another document management solution that can be integrated with the CRM and portal.

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Please - this is mandatory

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This is a must have functionality. In addition, we already see complex requirements like document sharing based on portal user role. (Some users can see certain documents, some users can't etc, sharing across portal users, etc). 

Level: Powered On

This is a required feature. Most of our customers are asking for this capability.

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Customers sorely need to be able to do this in an easily configurable way as an extension to what is in the main Dynamics 365 solution

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Critical feature for Portal bringing it inline with Office 365 and Dynamics 365 suite.

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This functionality is essential for our organization's role as an accrediting body.  We need users to download and upload documents based on their portal user role.